Atticus Wealth Management
MRK icon

Atticus Wealth Management’s Merck MRK Stock Holding History

Atticus Wealth Management’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$887K Buy
6,105
+349
+6% +$48.2K 0.2% 73
2026
Q2 		$740K Buy
5,756
+56
+1% +$6.56K 0.18% 82
2026
Q1 		$686K Buy
5,700
+27
+0.5% +$3.12K 0.19% 88
2025
Q4 		$597K Buy
5,673
+26
+0.5% +$2.44K 0.15% 98
2025
Q3 		$474K Sell
5,647
-493
-8% -$40.6K 0.12% 111
2025
Q2 		$486K Buy
6,140
+2,097
+52% +$167K 0.13% 90
2025
Q1 		$363K Buy
4,043
+6
+0.1% +$560 0.12% 86
2024
Q4 		$402K Sell
4,037
-4
-0.1% -$412 0.12% 78
2024
Q3 		$459K Sell
4,041
-58
-1% -$6.89K 0.15% 74
2024
Q2 		$507K Sell
4,099
-138
-3% -$17.8K 0.17% 65
2024
Q1 		$559K Sell
4,237
-561
-12% -$69.1K 0.18% 66
2023
Q4 		$523K Sell
4,798
-174
-3% -$18.1K 0.18% 66
2023
Q3 		$512K Sell
4,972
-28
-0.6% -$3.02K 0.2% 69
2023
Q2 		$577K Sell
5,000
-168
-3% -$19.1K 0.21% 65
2023
Q1 		$550K Sell
5,168
-6,190
-54% -$668K 0.21% 72
2022
Q4 		$1.26M Sell
11,358
-229
-2% -$23.4K 0.52% 34
2022
Q3 		$1.06M Hold
11,587
– – 0.51% 37
2022
Q2 		$1.06M Sell
11,587
-175
-1% -$15.5K 0.44% 49
2022
Q1 		$965K Buy
11,762
+45
+0.4% +$3.55K 0.35% 54
2021
Q4 		$898K Buy
11,717
+7,295
+165% +$581K 0.35% 46
2021
Q3 		$332K Sell
4,422
-3,479
-44% -$265K 0.15% 80
2021
Q2 		$614K Sell
7,901
-1,635
-17% -$122K 0.27% 55
2021
Q1 		$701K Sell
9,536
-6,056
-39% -$447K 0.33% 50
2020
Q4 		$1.22M Buy
15,592
+15
+0.1% +$1.15K 0.61% 35
2020
Q3 		$1.23M Sell
15,577
-1,178
-7% -$92.3K 0.74% 32
2020
Q2 		$1.24M Sell
16,755
-182
-1% -$13.7K 0.82% 29
2020
Q1 		$1.24M Sell
16,937
-1,024
-6% -$80.5K 1% 25
2019
Q4 		$1.56M Buy
+17,961
New +$1.48M 0.99% 29

Other funds holding MRK

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Atticus Wealth Management's MRK Position: Q3 2026 in Review

Atticus Wealth Management increased its Merck (MRK) stake by 6.1% in Q3 2026, buying an estimated $48.2K and bringing the position to 6,105 shares worth $887K. The position accounts for 0.2% of the portfolio, ranked #73.

Atticus Wealth Management first reported a position in MRK in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.56M in Q4 2019. 2,305 funds tracked by Wall St. Rank hold MRK as of Q3 2026.

  • Atticus Wealth Management held 6,105 shares of Merck worth $887K as of Q3 2026.
  • Atticus Wealth Management bought 349 Merck shares in Q3 2026, an estimated $48.2K.
  • Merck made up 0.2% of Atticus Wealth Management's portfolio in Q3 2026, its #73 holding.
  • Atticus Wealth Management first reported a position in Merck in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Merck position peaked at $1.56M in Q4 2019.
  • 2,305 funds tracked by Wall St. Rank held Merck as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.